Affinity Capital Advisors LLC

RIASEC Registered

Total AUM

$851M

Discretionary

$633M

74% of AUM

Avg account

$482K

Accounts

1,766

Employees

Advisory reps

Firm details

Headquarters: Berkeley, California
CRD number: 166226
Registered since: March 11, 2015
Website: www.affinitycapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.68%
Individuals15.01%
Pension & Profit Sharing Plans0.48%
Corporations / Businesses0.47%
Charitable Organizations0.36%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Affinity Capital Advisors LLC is an independent registered investment adviser that registered with the SEC in 2015. The firm serves both individual/family and institutional clients and functions as a capital allocator that selects third‑party managers. Ownership is listed as a combination of a domestic entity and individual ownership. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee structures. Advisory capabilities span portfolio management for individuals and small businesses, manager selection, and pension consulting services. The firm also identifies as an “other financial product salesperson” and maintains industry relationships with law firms, insurance companies, and real estate brokers. Affinity does not identify as an active ESG investor.